Consumer Discretionary: Muted Demand, Value Plays Remain Outliers
Our discretionary universe is expected to grow by ~11% YoY in Q1FY25. However, a few exceptional names drive up the average
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Top Sector Ideas - Retail Q4FY24
Consumer demand remain tepid: The discretionary demand remains tepid with a greater impact seen on QSR, while value segment has seen some recovery.
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Consumer Discretionary - Soft Quarter, Green Shoots Visible in Value Fashion
Our discretionary universe is expected to grow by ~13.1% YoY in Q4FY24 (ex-jewellery: ~12%). Q4 is likely to be the last quarter contending with a...
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Axis Top Picks - Jan 2024
We are proud to share that our Axis Top Picks basket delivered impressive returns of 38% in the last one year, beating the benchmark Nifty 50 index...
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Festive temperature check: Festive mood sombre
We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categories
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